|
1701
|
Potentia Wealth
San Jose,
California
|
$216K
|
+$213K
|
+2,175
|
New
|
|
|
1702
|
SilverOak Wealth Management
Edina,
Minnesota
|
$215K
|
–
|
–
|
–
|
|
|
1703
|
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
|
$215K
|
+$10.5K
|
+107
|
+5%
|
|
|
1704
|
Destiny Wealth Partners
Tavares,
Florida
|
$214K
|
-$1.57K
|
-16
|
-0.7%
|
|
|
1705
|
TownSquare Capital
Provo,
Utah
|
$213K
|
-$5.06M
|
-51,643
|
-96%
|
|
|
1706
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$213K
|
-$13.6K
|
-139
|
-6%
|
|
|
1707
|
LaSalle St. Investment Advisors
Elmhurst,
Illinois
|
$213K
|
+$3.43K
|
+35
|
+2%
|
|
|
1708
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$211K
|
-$671K
|
-6,845
|
-76%
|
|
|
1709
|
Life Planning Partners
Jacksonville,
Florida
|
$211K
|
+$392
|
+4
|
+0.2%
|
|
|
1710
|
Kings Path Partners
Sugar Land,
Texas
|
$210K
|
-$2.45K
|
-25
|
-1%
|
|
|
1711
|
Beacon Wealthcare LLC
Raleigh,
North Carolina
|
$209K
|
+$207K
|
+2,108
|
New
|
|
|
1712
|
Accredited Wealth Management
Louisville,
Kentucky
|
$209K
|
–
|
–
|
–
|
|
|
1713
|
Boltwood Capital Management
Walnut Creek,
California
|
$208K
|
–
|
–
|
–
|
|
|
1714
|
Gouws Capital LLC
Charlotte,
North Carolina
|
$208K
|
–
|
–
|
–
|
|
|
1715
|
PCG Asset Management
Gladstone,
New Jersey
|
$208K
|
–
|
–
|
–
|
|
|
1716
|
WFA of San Diego
San Diego,
California
|
$208K
|
+$206K
|
+2,100
|
New
|
|
|
1717
|
McHugh Group
Bratenahl,
Ohio
|
$207K
|
–
|
–
|
–
|
|
|
1718
|
Harbour Capital Advisors
Tysons Corner,
Virginia
|
$207K
|
+$5.39K
|
+55
|
+3%
|
|
|
1719
|
Trust Company of Toledo
Holland,
Ohio
|
$206K
|
–
|
–
|
–
|
|
|
1720
|
Falcon Wealth Planning
Ontario,
California
|
$205K
|
+$2.35K
|
+24
|
+1%
|
|
|
1721
|
Primoris Wealth Advisors
North Palm Beach,
Florida
|
$205K
|
-$272K
|
-2,771
|
-57%
|
|
|
1722
|
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
|
$205K
|
–
|
–
|
–
|
|
|
1723
|
Maltin Wealth Management
Ridgewood,
New Jersey
|
$204K
|
+$202K
|
+2,058
|
New
|
|
|
1724
|
Evercore Wealth Management
New York
|
$203K
|
–
|
–
|
–
|
|
|
1725
|
Partners Wealth Management
Carmel By The Sea,
California
|
$203K
|
–
|
–
|
–
|
|
